SSG
CIVI

Summit Securities Group’s Civitas Resources CIVI Stock Holding History

Summit Securities Group’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-800
Closed -$21.7K – 1087
2025
Q4 		$21.7K Buy
800
+300
+60% +$8.68K ﹤0.01% 791
2025
Q3 		$16.3K Buy
+500
New +$16K ﹤0.01% 814
2024
Q3 		– Sell
-6,300
Closed -$435K – 618
2024
Q2 		$435K Buy
6,300
+5,300
+530% +$383K 0.08% 111
2024
Q1 		$76K Buy
+1,000
New +$66.9K 0.01% 218
2023
Q1 		– Sell
-10
Closed -$1K – 873
2022
Q4 		$1K Buy
+10
New +$645 ﹤0.01% 1114

Other funds holding CIVI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Securities Group's CIVI Position: Q1 2026 in Review

Summit Securities Group sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 800 shares — an estimated $21.7K sold.

Summit Securities Group first reported a position in CIVI in Q4 2022 and held it in 5 quarters. The position peaked at $435K in Q2 2024. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Summit Securities Group reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 800 Civitas Resources shares in Q1 2026, an estimated $21.7K.
  • Summit Securities Group first reported a position in Civitas Resources in Q4 2022 and held it in 5 quarters.
  • Summit Securities Group's Civitas Resources position peaked at $435K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.